What is the Enhanced Lifestyle PlannerBenefits for the Financial ProfessionalBenefits for Your Client ELP Excerpts

What is the Enhanced Lifestyle Planner?

The Enhanced Lifestyle Planner is an Internet-generated report/working document, which helps your clients and their spouses/companions determine their key lifestyle choices for now and for their future years. Clarifying these choices is an important step towards:

Key components of the Enhanced Lifestyle Planner report include:
	Introduction
	Questions to consider
	Hours at work or freed up hours in retirement
	What you enjoy about your job and personal life
	Your feelings
	Attitude and self-motivation
	Lifestyle considerations
	Second career path Volunteer work Your living environment Exercising Relationships and friendships Hobbies and interests Travel
	Special life events
	Conclusion
There are two different versions of the Enhanced Lifestyle Planner.
	Version One — Pre-retirement planning is used with clients who are 45+ and not retired
	Version Two — Life-balance is used with clients of all ages including retirees

Benefits for the Financial Professional

	A positive way to differentiate you in the market place
	Extremely useful tool to help you impact positively the relationship you have with your existing clients and consequently retain them, and ensure additional referrals
	Very useful tool to help you understand your clients' priorities and help them achieve them through effective financial planning
	Certification training online which you can complete at any convenient time to ensure that you use tools effectively
	Wonderful tool for prospecting — Can open numerous doors for you
	PowerPoint presentations, handouts and other support materials to help you in presenting the ELP in groups and for your marketing
	Opportunity to be part of a Directory of Planners and be considered by the Corporate sector and visitors from the Internet for coaching or financial planning assignments.
	Extremely cost effective

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Benefits for your Client

Extremely time and cost effective process to help your clients:

	Plan a meaningful lifestyle for now and for their later years
	Discuss and clarify their future dreams with their spouse/companion
	Start integrating a more balanced, meaningful approach immediately into you life
	Truly plan their finances to achieve their goals

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